Make money work for you!

  • Home
  • Personal Finance
  • Budgeting
  • Shopping
  • Taxes

8 Tax Season Preparation Steps (2023)

January 17, 2023 · Taxes
taxes, refund
Image By AZ-BLT From Envato Elements

5. List Your Personal Information

Here’s one tax season step that most people tend to overlook. You probably know your Social Security number, but do you know the Social Security number of your spouse, or any dependent you claim? This may seem like a minor detail, but it is actually important. Financial experts suggest writing those down, along with any other information your preparer is likely to need. Make sure you keep them in a safe place.

If you own a rental property or vacation home, for instance, note the addresses. If you recently sold a property, make a note of the dates you purchased and sold it, how much money you received from the sale, and the amount you originally paid for it.

Keep reading to discover other ways to get ready for tax season!

Pages: 1 2 3 4 5 6 7 8 9

Share this article

Facebook Twitter Pinterest LinkedIn Email

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

Search

Latest Posts

  • A person thoughtfully choosing a card from their wallet at a checkout counter. 5 Places to Avoid Using Your Debit Card and 3 Safe Spots
  • A mature couple looking at a tablet together on a sunny patio, appearing confident about their financial future. Married or Divorced? Don't Miss This Social Security Tip That Could Increase Your Checks
  • A confident woman working on her taxes at a bright, organized home office desk. IRS Alert: 6 Mistakes That Could Inflate Your Tax Bill
  • A woman looks thoughtfully at a tablet in a modern kitchen, representing financial planning for rising costs. Unfortunately, We'll Pay More for These 6 Things in 2026
  • A woman smiling at her phone in a bright living room with a delivery package on the table. The Best Amazon Prime Perks You Should Be Using in 2026
  • A woman smiling at her phone in a bright kitchen, representing the relief of receiving a tax refund. When Will Your 2026 Tax Refund Arrive? IRS Timeline Explained
  • A shopper looking at a grocery checkout screen with the New York City skyline in the background. 10 US Cities Where Grocery Prices Are Highest in 2026
  • A person reviewing tax documents on a laptop in a bright, modern home office. Tax Season Warning: How IRS Budget Cuts May Affect Your Refund
  • Editorial illustration of a gold gavel striking tax forms on a navy background. Trump's $10B IRS Lawsuit Could Upend the 2026 Tax Filing Season
  • IRS refund Tax Refund Alert: Americans May See a $1,000 Increase in 2026

Newsletter

Get money-saving tips and personal finance advice delivered to your inbox.

Related Articles

expenses to say goodbye to Kamala

American Economy if Kamala Harris Wins: A Breakdown

A shopkeeper and customer share a warm moment, illustrating the small businesses that drive community…

Read More →
tax documents

7 Important Tax Documents to Never Throw Away

Hands carefully sorting through an accordion file folder to ensure important tax documents are organized…

Read More →
income retire stealth

10 Types of Retirement Income Tax You Need to Know About

Selling Stocks, Bonds, Mutual Funds If you decide to sell stocks, bonds, or even mutual…

Read More →
tax deductions, save

Top 9 Most Hassle-Free Deductions on Taxes

Moving expenses Even if the majority of taxpayers have lost their ability to deduct moving…

Read More →
experts, reduce, change, taxes, home, income

Want to Reduce Your Taxes? Here Are 7 (Necessary) Tips 

5. Check if you’re eligible for an Earned Income Tax Credit There are people who…

Read More →
change return

9 States That Made Big Changes to Their Tax Laws

#5 Washington If you’re generating income from capital gains, then you should be looking closer…

Read More →
retirees

Moving Abroad? These 9 Countries Don’t Tax Retirees at All!

5. Greece The Mediterranean nation of Greece is packed with culture, history, and, obviously, sunshine.…

Read More →
tax breaks for retirees

Over 65? Check Out These 5 Tax Breaks!

If you want to save some money, you need to know that there are many…

Read More →

Warning: 9 Reasons The IRS Can Audit You Anytime

6. Reporting too many losses on a Schedule C This is directly connected to self-employment.…

Read More →
The Money Place

Make money work for you!

Inedit Agency S.R.L.
Bucharest, Romania

contact@ineditagency.com

Explore

  • Subscribe
  • Unsubscribe
  • Newsletter
  • Terms and Conditions
  • Do not sell my personal information
  • Privacy Policy
  • Contact

Categories

  • Budgeting
  • Personal Finance
  • Shopping
  • Taxes

© 2026 The Money Place. All rights reserved.